FOXDALE VILLAGE CORPORATION (EIN 251542218) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

DEBORAH SHUGHART

Phone

8142383322

Tax Period

2024-07-01 to 2025-06-30

FOXDALE VILLAGE CORPORATION, founded in 1986, is a mid-sized nonprofit in the Human Services sector that reported $27.3M in total revenue in fiscal year 2024. Expenses of $25.5M left a modest 7% surplus.

Mission

FOXDALE VILLAGE IS A QUAKER GUIDED NONPROFIT LIFE PLAN COMMUNITY PROVIDING HIGH QUALITY CARE FOR OLDER PEOPLE.FOXDALE VILLAGE IS A QUAKER GUIDED COMMUNITY AND OUR ORGANIZATION'S VALUES -- COMMUNITY, ACCEPTANCE, ENGAGEMENT, INCLUSION, CARING, FULFILLMENT AND STEWARDSHIP -- REFLECT ITS FOUNDING HERITAGE. FOXDALE LEADS THE REGION IN ITS DELIVERY OF VIBRANT AND INNOVATIVE SERVICES PROVIDING HIGH QUALITY CARE TO OUR RESIDENTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $402,915

Program Service Revenue $25,032,795

Investment Income $1,535,824

Other Revenue $328,870

TOTAL REVENUE $27,300,404

Expense Breakdown

Grants Paid $37,992

Salaries & Benefits $12,742,712

Fundraising Expenses $9,095

Program Expenses $23,115,744

Other Expenses $12,743,325

TOTAL EXPENSES $25,524,029

Year-over-Year Comparison

	2024	2023	Change
Revenue	$27,300,404	$25,775,242	+0.1%
Expenses	$25,524,029	$24,600,327	+0.0%
Net Income	$1,776,375	$1,174,915	+0.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

290

Volunteers

107

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$546,366

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MS TAMA CAREY	CEO	40.00	Officer	$289,705	$28,907	$318,612
MS DEBORAH SHUGHART	CFO	40.00	Officer	$195,918	$31,836	$227,754
MS MARGARET CLOUSER	DIRECTOR OF HEALTH SERVICES	40.00	Highest	$153,470	$34,358	$187,828
MS JENNIFER PETSU	LPN	40.00	Highest	$129,729	$18,495	$148,224
MR GIANCARLO BRADASCHIA	DIRECTOR OF IT	40.00	Highest	$119,583	$17,849	$137,432
MS MARY JANE SCHREFFLER	DIRECTOR OF HUMAN RESOURCES	40.00	Highest	$134,669	$9,087	$143,756
MR PATRICK CANNONIE	CONTROLLER	40.00	Highest	$117,568	$7,583	$125,151
MR KEN MARTIN	CLERK	2.00	Officer Director	$0	$0	$0
MS BROSI BRADLEY	RECORDING CLERK	2.00	Officer Director	$0	$0	$0
MS BETH RESKO	ASSISTANT CLERK	2.00	Officer Director	$0	$0	$0
MR THOMAS SCHRACK	TREASURER	2.00	Officer Director	$0	$0	$0
MS MARSHA BARTLETT	BOARD MEMBER	2.00	Director	$0	$0	$0
MR GLENN CARTER	BOARD MEMBER	2.00	Director	$0	$0	$0
MR ERIC IAN FARMER	BOARD MEMBER	2.00	Director	$0	$0	$0
MS GRACE HAMPTON	BOARD MEMBER	2.00	Director	$0	$0	$0
MS LISA MARSHALL	BOARD MEMBER	2.00	Director	$0	$0	$0
MR ROB NICHOLAS	BOARD MEMBER	2.00	Director	$0	$0	$0
MR SELDEN SMITH	BOARD MEMBER	2.00	Director	$0	$0	$0
MS LORNA AROCENA	BOARD MEMBER	2.00	Director	$0	$0	$0
MR GLENDON BLUME	BOARD MEMBER	2.00	Director	$0	$0	$0
MS EMMA PRIYA MYERS	BOARD MEMBER	2.00	Director	$0	$0	$0
MS NANCY EATON	BOARD MEMBER	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$27,300,404	$25,524,029	$103,746,031	$1,776,375
2024	$25,775,242	$24,600,327	$98,062,883	$1,174,915
2023	$24,413,976	$22,620,066	$97,111,860	$1,793,910
2022	$31,457,517	$21,735,192	$93,656,405	$9,722,325
2021	$23,998,170	$21,820,482	$100,131,144	$2,177,688
2020	$23,327,454	$21,330,867	$92,006,096	$1,996,587
2019	$22,263,052	$20,463,991	$93,089,769	$1,799,061
2018	$22,383,911	$20,169,366	$92,096,800	$2,214,545

FOXDALE VILLAGE CORPORATION